Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

An inquisitive investment analyst with background in both finance and computing. Covering ECM research, biotech, market data analytics.

Asia Pac IPO & Placement Research, China biotech

Northbound Flows (November): Inflows (Consumer Staples, Healthcare) Offset by Outflows (Financials)

Northbound Flows (December): Five Months of Outflows

Northbound Flows (Feb): $9.3bn Inflows in Feb

Northbound Flows Monthly (September): $5.3bn of Outflows

Northbound Flows Monthly (August): $12.8bn Outflows

Northbound Flows Monthly (July): $7.3bn Inflows

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Quantitative Analysis

China Industrials / Quantitative Analysis

<ul>
<li>We analyze the monthly Shanghai/Shenzhen northbound Connect flows with our data engine.</li>
<li>Industrials ($2,588 million worth of outflows), Financials ($1,109 million worth of outflows) led the outflows. </li>
<li>We highlight outflows from Moutai, CATL, Longi, Focus Media, Ping An Insurance.</li>
</ul>


We analyze the monthly Shanghai/Shenzhen northbound Connect flows with our data engine.
Industrials ($2,588 million worth of outflows), Financials ($1,109 million worth of outflows) led the outflows. 
We highlight outflows from Moutai, CATL, Longi, Focus Media, Ping An Insurance.


Shandong Sinocera Functional Material (300285 CH)

Beijing Urban Rural Trade Centre Co. (600861 CH)

Jiangsu Changbao Steeltube Co, Ltd. (002478 CH)

Sinoma International Engineering (600970 CH)

LONGi Green Energy Technology (601012 CH)

Shenzhen Inovance Technology Co., (300124 CH)

Focus Media Information Technology Co, Ltd. (002027 CH)

Focus Media Information Technology Co, Ltd.

Contemporary Amperex Technology (CATL) (300750 CH)

Chongqing Changan Automobile C (000625 CH)

Shenzhen Mindray Bio-Medical Electronics (300760 CH)

Northbound Flows Monthly (October): Three Months of Outflows